Private Client Tax Director, High-Net-Worth Advisory

BDO USA, Llp

Pittsburgh (Allegheny County)

On-site

USD 150,000 - 300,000

Full time

2 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

ESOP

Total Rewards benefits

Job summary

BDO USA, LLP's Private Client Services seeks a Tax Managing Director to lead tax compliance and consulting for high net-worth clients, leveraging extensive technical and leadership skills. The role is a critical member of the office/region leadership team.

The position oversees engagements, reviews complex returns, and develops strategic tax planning while expanding client relationships and driving firm initiatives in culture, training, and business development.

Qualifications

Bachelor's degree required; CPA or equivalent preferred.
Master's degree in Accountancy or Taxation preferred.
Ten (10) or more years in accounting, finance, or law, required; expertise in private client service area.
Experience working in public accounting preferred.
Certified Public Accountant or EA credential, attorney (admitted to practice) or equivalent required.

Responsibilities

Leads tax and consulting engagements and mentors team to identify client needs and opportunities.
Serves as primary client contact for preparation and presentation of issues and resolutions.
Reviews complex returns (individual, trust, estate, S-Corp, foundation, partnership, gift tax) and provides feedback.
Directs communications with government agencies for highly complex matters.
Identifies technical issues, conducts advanced tax research, and develops recommendations.